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Instuitional Investor - Evermay Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Evermay Wealth Management Llc
Portfolio Value $230,351,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value (x$1000) % Port
1. FNDF 964,662 $57,918 25.14%
2. IEF 199,280 $35,651 15.47%
Vanguard Index Fds
106,483 $24,572 10.66%
4. SPY 96,353 $24,207 10.5%
Pimco Etf Trust
90,956 $9,259 4.01%